Wealth Yourself Rich... Financial & Estate Planning Financial Wealth.

Slides:



Advertisements
Similar presentations
Chapter 12: Life Insurance Planning
Advertisements

Life Insurance Chapter 12. Financial Needs Final-expense needs (upon death). Income-replacement needs. Readjustment-period needs. Debt-repayment needs.
Amy Blouin, Executive Director The Missouri Budget Project Andrew Nicholas Center on Budget & Policy Priorities The State.
W!SE Test Topic Checklist Topics that are often problematic for students.
Insurance Policies. Insurance policies There are many forms of insurance that you may choose to purchase in the future: Homeowners Renters Automobile.
Patient Protection and Affordable Care Act (PPACA) The Good, The Bad, The Ugly.
Life and Health Insurance
Health Insurance: The Basics. 10 things you should know about Health Insurance 1.Insurance costs a lot but having none costs more 2.If your employer offers.
1 Your Life Insurance Needs. 2 The major purpose of life insurance is to provide financial security for dependents in the event of death. Here we want.
Glencoe Business and Personal FinanceCopyright © by The McGraw-Hill Companies, Inc. All rights reserved.
Marriage: How to Achieve Your Financial Goals. Are You Financially Compatible? Signed a pre-nuptial? Know about personal finance? Discuss money regularly?
Lecture 9 Group Disability Income Coverage Taxation Importance of Disability Coverage Sick Leave Plans Insured Disability Income Plans –Short Term –Long.
2015 ACA Seminars Presented by: Erica T. Edmond, MBA Edmond Consulting Group, LLC Phone: (678)
Review Basic Accounting. Fundamentals Assets are anything the business owns that has a dollar value (debit balance on the “T-accounts”) Liabilities are.
A Balanced Retirement Life BALANCING LIFE’S ISSUES.
© 2012 Cengage Learning. All Rights Reserved. Principles of Business, 8e C H A P T E R 20 SLIDE Vehicle Insurance Property Insurance.
Part Chapter © 2009 The McGraw-Hill Companies, Inc. All rights reserved. 1 McGraw-Hill Personal Finance 1 Chapter 14.
Financial Literacy Final Exam Review. Who pays for health insurance under Obama’s plan?
Participation in all aspects of the Agent Care Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.
Michigan State Council Knights of Columbus Benefits and Products offered by our founder Venerable Michael J. McGivney.
The Graduate Backpack The case for income & lump sum benefits THIS IS AN OPTION FOR THE OPENING TITLE SLIDE Insurance Financial Planning Retirement Investments.
Section 1Organizing Financial Records Budgeting How do your spending options fit: Day-to-day financial activities necessary to get the most from one’s.
Financial Issues in Divorce © WIFE.org, All Rights Reserved.
Participation in all aspects of the Agent Benefits Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.
T-Fit : Life Insurance Why? What am I really buying? Is it part of a larger financial plan? Do I really need life insurance?
An Introduction to Insurance. What is Insurance?  Insurance is a means of guaranteeing you financial protection against various risks.  In exchange.
Legal Challenges to the Patient Protection and Affordable Care Act How Will the Outcome of the Supreme Court Case Affect the Internal Revenue Service?
Attorney Financial Advisor CPA Insurance Specialist Business Owner.
By …. AFFORDABLE CARE ACT IN ACTION. [SELF INTRODUCTION SLIDE]
AN OVERVIEW OF PERMANENT HEALTH INSURANCE COVERAGE The health and well-being of yourself and your family is of the utmost importance, and like most people.
Chapter 12: Life Insurance Planning. Objectives Identify the purpose of life insurance and the reasons for buying it. Recognize that the need for life.
Estate Planning Annie’s Project February 6, 2007 Coweta Oklahoma.
Created by the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants CPA Mobilization Kit: Parenthood.
Patient Protection and Affordable Care Act (PPACA) AKA Obamacare Stability Security.
23 - 1Copyright 2008, The National Underwriter Company Taxation of Individual Disability Income Insurance  What is it?  Policy that provides benefits.
Have you ever wondered what life insurance is and if you need it ?
2004 Collateral Insurance What is it? It is life insurance on a shareholder, or key individual assigned to a financial institution. Insurance is.
Part 1 Intro: Working and Earning Goal: Describe the factors that influence an individual’s income. Brainstorm…… individual skills and abilities, work.
AFFORDABLE CARE ACT. March 23, 2010 President Obama signed the Patient Protection and Affordable Care Act into law.
Have you ever wondered what life insurance is and if you need it ?
Group Insurance Plans Our group insurance plans are available to you as GUARANTEED-ISSUE during your New Associate Election Period. You cannot be denied.
FINANCIAL PLANNING IN UNCERTAIN TIMES PRESENTED BY THE FINANCIAL EDUCATION PARTNERSHIP | (240) | A 501(C)(3)
Participation in all aspects of the Agent Benefits Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.
Chapter 12 Budgeting.
Participation in all aspects of the Secure Advantage Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.
Participation in all aspects of the Agent Benefits Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.
FINANCIAL WELLNESS WORKSHOP. FINANCIAL WELLNESS WORKSHOP Presented by Name Title.
Participation in all aspects of the Agent Benefits Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.
Participation in all aspects of the Agent Benefits Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.
Personal & Estate Planning, Guardianship, and Probate Michael J. Longyear Reed Longyear Malnati & Ahrens PLLC
Monday, November 30, 2015 Objective: Students will be able to evaluate the costs and benefits of buying insurance. Purpose: You will need insurance to.
1.9.3.G1 © Family Economics & Financial Education – Revised April 2005 – Housing Unit – Renting vs. Owning a Home Funded by a grant from Take Charge America,
Participation in all aspects of the Agent Benefits Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.
Protection Plans Because you want your family to be Safe & Secure!
Participation in all aspects of the Advantage Care Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.
Participation in all aspects of the Agent Benefits Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.
Chapter 12: Life Insurance Planning
Unit 3 Review Learning Target: I will review the unit in preparation for an upcoming exam.
APR - What does it stand for. APR - What does it stand for.
Benefits and Products offered by our founder
Personal Finance Vocabulary Review.
Financial Issues in Divorce
How to Manage Your Wealth and Investment Options
Find a Health Plan That Fits Your Needs & Budget
Chapter 16: Financing Government Opener
Premium contribution as a share of income
Financial Health Checkup
Poverty level Income Premium contribution as a share of income
What are some different types of insurance, and why do you need them?
THE FOUR CORNERSTONES TO FINANCIAL HEALTH
Presentation transcript:

Wealth Yourself Rich... Financial & Estate Planning Financial Wealth

Section 2 Estate Planning Section 3 Health care Section 4 Financial Planning Section 5 Investment Planning Section 6 Budgetting

Section 2 Estate Planning Lecture 2 Priority List Financial Wealth Lecture 3 First things first Intestate Victim Lecture 4 Step by step guarantee Draft your will successfully

Section 2 Estate Planning Lecture 5 Inventory Your Valuebles Lecture 6 Choose right Person Manage Guardianship Lecture 7 Ultimate Checklist Writing a will

Section 2 Estate Planning Lecture 8 Drafting Your WILL Lecture 9 Signing & wittnessing Very Important Lecture 10 Main reasons For Writing a Will

Section 2 Estate Planning Lecture 11 Inheritanc e TAX Number 1 Secret Lecture 12 Joint vs Seperate WILL

Healthy Wealth Must know factors PMB Threshold and Networking Structure Essential vs Comprehensive Section 3 Medical Aid

Section 4 Financial Planning Stand alone vs Accelerated Benefits Severity Claims and payouts Power of Income protection Term Vs Whole of Life Premium Patterns & escalations Why Obtain Life Insurance

Types Investmentscommodities Different types Invetments Different purposes 8 th Wonder Of the world Compound Interest Section 5 Investment Planning

Debt vs Credit Conclusion How to Budget Section 6 Debt vs Credit